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Contracts Documents Specialist

  • Hybrid
  • Westlake, Texas
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Description

Job Description:

The Contracts Document Specialist manages the contracts team mailbox by assisting internal business partners with their requests and questions. The Contracts Document Specialist will work closely with sales, relationship management and implementation teams to drive efficient contract processes in support of Fidelity’s defined contribution, defined benefit, tax exempt and health & welfare practices. In addition, the Contracts Document Specialist will work on multiple internal contract tasks such as reporting, importing documents, projects, and processing workflows.

The Expertise You Have

  • Bachelor’s degree preferred.
  • Experience in areas of operations, process improvement, project management, and/or internal controls

The Skills You Bring

  • Your effective relationship management skills
  • Your strong project management skills
  • Ability to respond to shifting priorities while maintaining progress of regularly scheduled work.
  • Ability to work productively in a team environment and support common goals.
  • Exposure to Defined Contribution (US retirement service industry) is a plus, but not required.

The Value You Deliver

  • Providing outreach and education regarding the contracting process and requirements
  • Ensuring efficient and seamless delivery of contracting services and integrating the contracting process into business unit’s processes and procedures
  • Acting as a liaison across multiple functions

The Team

The Contracts team is an organization of professionals who lead the legal, risk and business contractual framework for trust and other service agreements with our Workplace Investing clients. We are part of the larger Workplace Investing Organization. We are client-facing associates who partner closely with the business and internal legal teams in all phases of the contracting process. We strive to build strong client relationships, while protecting the firm from risk.

Company Overview

At Fidelity, we are enthusiastic about making our financial expertise universally accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com. Fidelity Investments is an equal opportunity employer.
Fidelity will accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at [email protected] or call 800-835-5099, prompt two, option two if you want to request an accommodation.

Why choose Fidelity TalentSource?

Fidelity TalentSource

Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity's Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity's regional and investor centre locations. Our mission is to help you experience Fidelity's diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity's long-term strategy. For information about working at Fidelity TalentSource, visit FTSJobs.com. Fidelity TalentSource is an equal opportunity employer. Fidelity TalentSource will reasonable accommodate applicants with disabilities who need adjustments to complete the application or interview process.

Company overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

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